Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks.Explore QuickBooks Payroll
tonetone
Level 2

Payments

If a customer pays with a check immediately after service but I won't deposit check until the end of the month.  Do I create an invoice or sales receipt?

Solved
Best answer 3 weeks ago

Best Answers
KayePe
QuickBooks Team

Payments

Hello there, @tonetone. You can use a sales receipt since you immediately received a check payment after rendering your service. Just ensure it's deposited to Payments to Deposit (Undeposited Funds). That way, it stays tucked away in your records until you’re ready to head to the bank at the end of the month.

 

An invoice, on the other hand, would be a better choice only if your customers plan to pay at a later date.

 


If you have additional concerns, please let us know. We're here to help.

View solution in original post

1 Comment 1
KayePe
QuickBooks Team

Payments

Hello there, @tonetone. You can use a sales receipt since you immediately received a check payment after rendering your service. Just ensure it's deposited to Payments to Deposit (Undeposited Funds). That way, it stays tucked away in your records until you’re ready to head to the bank at the end of the month.

 

An invoice, on the other hand, would be a better choice only if your customers plan to pay at a later date.

 


If you have additional concerns, please let us know. We're here to help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us